QuickBooks Online Lesson Plans

In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.

After completing this chapter, you should be able to: Log into QuickBooks Online, understand the information displayed on the Dashboard, how to find what you’re looking for, how to create new transactions, and what buttons and fields do on transactions.

In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.

In this chapter, you’ll learn the steps necessary to set up suppliers, enter expenses, and track bills in QuickBooks Online. Every business is required to spend money to purchase goods and services used in your business to provides your services or products.

Instead of manually typing it all in, let QuickBooks get the information for you. You choose whether to add transactions as new items or match them up with items you already entered in QuickBooks. After you are connected, QuickBooks downloads your bank data automatically, usually at least once daily. In addition to the bank feed feature, this chapter introduces you to the two important banking tasks—the bank transfer and account reconciliation.

In this chapter, you’ll learn how QuickBooks handles advanced features and transactions in the area of sales and customers. In addition to basic sales invoices, sales receipts there are advanced transactions to help you manage sales in QuickBooks.

In this chapter, you’ll learn how QuickBooks handles inventory. You can use QuickBooks to track the items you keep in inventory and sell to your customers. If your business purchases or makes items for resale, keeps them in inventory, and then sells them, QuickBooks can track quantities on hand and the value of your inventory after every purchase and sale.

In this chapter, you’ll learn how QuickBooks handles advanced transactions and tasks in QuickBooks. Growing businesses need additional features and functions to manage the new tasks they’re required to manage. You’ll learn how QuickBooks handles the year-end and what tasks you’ll need perform.

QuickBooks Desktop

Below you will find helpful training materials and lesson plans that will help you teach QuickBooks Desktop. These materials are designed to help you teach and use many of the features in QuickBooks.Each lesson comes with: Lesson Objectives, The Lesson, Review Activities or Practice Quizzes.

ProFile in-product tutorials give you the help you need - from right inside your ProFile product. It's easy to access the in-product tutorials: on the main menu in ProFile, click "Training", then "Tutorials" and select the tutorial you wish to view.

T1/TP1: Getting Started
T1/TP1: Using the Forms Explorer
T1/TP1: Audit and Review Features
TP1 (Québec): TP1 Basics
T2: Getting Started

How-to demos for ProFile

Want to learn about the carry-forward feature? Or how to effectively manage files with ProFile? Check out these short how-to videos on the common questions that ProFile users like yourself have been asking.

Additional reference material

College Accounting: A Practical Approach, Eleventh Canadian Edition with MyAccountingLab

College Accounting uses clear language, extensive visuals, and introduces topics in small, manageable segments for a student-friendly approach that is ideal for non-accounting majors.

With extensive practice and applications to reinforce key accounting concepts College Accounting is perfect for students who struggle with math. Appropriate for one- or two-term courses in College Accounting, Applied Accounting, or Bookkeeping.

CCI Learning Solutions Inc. provides a comprehensive suite of educational materials for QuickBooks. Designed for the non-accounting expert, these books focus on the skill set needed for typical daily business transactions. Accounting fundamentals are also provided for reference and review purposes. You will learn and apply these skills using practical hands-on exercises such as:

Setting up a company

Entering transactions to the general ledger

Managing receivables and payables

Generating reports

CCI provides a Supplementary Workbook that can be used to complement the skills learned in the CCI Student Guides. They also offer corresponding Instructor Resources for the Student Guides that include a lesson plan with suggested timings, PowerPoint slides with instructor notes, a paper-based exam, a set of instructor data files (completed exercises from the Student Guide) and another set of Additional Exercises and Projects... to give students further practice in applying their skills to common accounting tasks.